How to install jasper reports for sugarcrm


Download Jasper reports from here:
http://www.sugarforge.org/frs/?group_id=193

JasperReports for SugarCRM is a Java web application, so it requires a
Java run time and an application server.  The Tomcat application server
is included, so the only prerequisites is a Java Virtual Machine, version
1.3 or later.
Install the jre/jdk and set the JAVA_HOME invironment variable.

Unzip the downloaded zip file, it will create one dir catalina.

Change in the catalina/conf/server.xml file
(Text in bold need to be change according to your sugarcrm)
********************************
<GlobalNamingResources>
        <!– SugarCRM database registered with JNDI.  This needs to be –>
        <!– a global resource so we can use it to authenticate        –>
        <Resource name=”jdbc/jasperreports-sugarcrm” auth=”Container”
                  type=”javax.sql.DataSource”/>
        <ResourceParams name=”jdbc/jasperreports-sugarcrm”>
            <parameter>
                <name>factory</name>
                <value>org.apache.commons.dbcp.BasicDataSourceFactory</value>
            </parameter>
            <parameter>
                <name>username</name>
                <value>Sugar_database_user_name</value>
            </parameter>
            <parameter>
                <name>password</name>
                <value>Sugar_database_password</value>
            </parameter>
            <parameter>
                <name>driverClassName</name>
                <value>com.mysql.jdbc.Driver</value>
            </parameter>
            <parameter>
                <name>url</name>
                <value>jdbc:mysql://localhost/Sugar_database_name</value>
            </parameter>
        </ResourceParams>
</GlobalNamingResources>
***************************

Now run the tomcat application server.
$cd catalina/bin
$./catalina.sh start

And point your browser at:
http://localhost:8080/jasperreports-sugarcrm/login.jsp

Login as sugar user/password

How to take sugar files backup from the Wizard


Sugar provides one option for sugar admins to take the backup of sugar
files using the Admin Control panel.
To perform the task login as admin go to the Admin->Backups
there are two input boxes Directory name and file name.

First create one dir at the server where sugar is installed.
Give ownership of this dir to your webserver user typically the same user who
owned the sugar files.
Let assume sugar is installed at /var/www/html/Sugar folder then create one dir
say backup here
$mkdir backup
Give the ownership to webserver user assuming here it is apache
$ chown apache:apache backup

Now enter this dir name with full path in the input box ie:
Directory: /var/www/html/Sugar/backup

In the Filename input box write the file name with .zip extension, say it sugarBk.zip
Filename:sugarBk.zip
Click the Confirm Settings if everything goes fine then Next button “Run Backup” will
come click this and your sugar backup will be stored at /var/www/html/Sugar/backup
with sugarBk.zip file.

As such there are no condition to create the backup folder inside the html/Sugar
this can be anywhere providing webserver has the read/write permission on this folder.
And this is the preferred way as security point of view.



Forums module for Sugar 4.5


Integrating Forums module in SugarCRM 4.5 facilitates with many features to run any of the threads and discussions internally within the organization. It has FCKeditor within to create html threads also.

To integrate and configure Forums module, download the zip file from here. Upload the whole zip file through module loader withing Sugar under Admin.

Now you can create new threads to discuss the issues that are within the organization. First of all you need to create a Forum Topic. Once you have created a Forum Topic then you can create different threads and posts within. It maintains the parent-child-grand child heirarchy.


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